ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 13 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $157,750 | +99113.8% | 1,578 | 0.0% | 0.07% | +2.8% |
Q2 2023 | $159 | -0.6% | 1,578 | 0.0% | 0.07% | -7.8% |
Q1 2023 | $160 | -2.4% | 1,578 | 0.0% | 0.08% | -9.4% |
Q4 2022 | $164 | -99.9% | 1,578 | +0.8% | 0.08% | +14.9% |
Q3 2022 | $143,000 | -8.9% | 1,565 | 0.0% | 0.07% | -3.9% |
Q2 2022 | $157,000 | -6.0% | 1,565 | 0.0% | 0.08% | +14.9% |
Q1 2022 | $167,000 | +5.7% | 1,565 | 0.0% | 0.07% | +13.6% |
Q4 2021 | $158,000 | +6.8% | 1,565 | 0.0% | 0.06% | -4.8% |
Q3 2021 | $148,000 | -2.0% | 1,565 | 0.0% | 0.06% | 0.0% |
Q2 2021 | $151,000 | -0.7% | 1,565 | -2.2% | 0.06% | -16.2% |
Q1 2021 | $152,000 | +8.6% | 1,601 | 0.0% | 0.07% | +2.8% |
Q4 2020 | $140,000 | -0.7% | 1,601 | 0.0% | 0.07% | -4.0% |
Q3 2020 | $141,000 | -3.4% | 1,601 | -10.9% | 0.08% | -17.6% |
Q2 2020 | $146,000 | -0.7% | 1,797 | 0.0% | 0.09% | -8.1% |
Q1 2020 | $147,000 | +4.3% | 1,797 | +24.6% | 0.10% | +7.6% |
Q4 2019 | $141,000 | +3.7% | 1,442 | 0.0% | 0.09% | -5.2% |
Q3 2019 | $136,000 | -8.1% | 1,442 | -7.6% | 0.10% | -10.2% |
Q2 2019 | $148,000 | -11.9% | 1,561 | -13.2% | 0.11% | -17.6% |
Q1 2019 | $168,000 | -2.3% | 1,799 | -11.7% | 0.13% | -12.7% |
Q4 2018 | $172,000 | -3.4% | 2,037 | 0.0% | 0.15% | +20.0% |
Q3 2018 | $178,000 | +1.1% | 2,037 | 0.0% | 0.12% | +10.6% |
Q2 2018 | $176,000 | -5.9% | 2,037 | -7.8% | 0.11% | -13.7% |
Q1 2018 | $187,000 | -19.7% | 2,209 | -14.5% | 0.13% | -29.6% |
Q4 2017 | $233,000 | – | 2,585 | – | 0.19% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stratford Consulting, LLC | 373,709 | $31,339,000 | 12.52% |
Noven Financial Group, Inc. | 188,161 | $15,779,000 | 10.33% |
Wharton Business Group, LLC | 888,050 | $74,472,000 | 7.96% |
LBMC INVESTMENT ADVISORS, LLC | 434,081 | $36,402,000 | 6.51% |
Corbenic Partners LLC | 60,887 | $5,106,000 | 6.26% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 197,529 | $16,565,000 | 5.83% |
ARS Wealth Advisors, LLC | 147,911 | $12,404,000 | 5.30% |
Simply Money Advisors | 404,049 | $33,884,000 | 4.74% |
Keystone Financial Planning, Inc. | 66,633 | $5,588,000 | 3.47% |
Financial Advisors Network, Inc. | 45,859 | $3,815,000 | 3.30% |